Lululemon Archives | Consumer Edge

Lululemon’s Stretch Is Snapping: Market Share Losses, Executive Turmoil And An Identity Crisis Are Testing Investors’ Patience

Public Relations

Dec 11, 2025 | 5 minutes read | News

ADS Athleisure LULU Lululemon NKE ONON Retail Stock Twits UAA

Lululemon’s Stretch Is Snapping: Market Share Losses, Executive Turmoil And An Identity Crisis Are Testing Investors’ Patience

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Feb 25, 2025 | 5 minutes read | All Posts

Earnest Analytics Fitbit Garmin Gyms Home Fitness Lululemon Orion Consumer Spend Transaction Data Vuori Wellness Wearables Workout Classes

The rise of Wellness Wearables in 2024

Wellness wearables outgrew Home Fitness, Gyms, and Fitness Classes in 2024. The rise in wellness shopping, not necessarily for fitness but rather for...

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Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season

alejandra

Oct 2, 2024 | 5 minutes read | All Posts

Abercrombie Back to School Earnest Analytics General Apparel Lululemon NIKE Off-Price Department Stores Orion Consumer Spend Transaction Data Under Armour

Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season

See data in Dash....

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The RealReal’s mid-market appeal could save it from a wider luxury slowdown

alejandra

Sep 16, 2024 | 5 minutes read | All Posts

Earnest Analytics Fashion Resale General Apparel Lululemon Luxury Apparel Nordstrom Orion Consumer Spend TheRealReal TJ Maxx Transaction Data

The RealReal’s mid-market appeal could save it from a wider luxury slowdown

Access chart in Dash....

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Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds

alejandra

May 28, 2024 | 5 minutes read | All Posts

Adidas Amazon Ambercrombie Earnest Analytics Lowe's Lululemon Macy's Orion Consumer Spend Shein Sonic Target Tax Refund Transaction Data Wayfair

Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds

Available to clients in the IRS Payments dashboard. Contact sales for details....

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Home Furnishing, Footwear benefit most from tax refund spending in 2024

alejandra

May 13, 2024 | 5 minutes read | All Posts

Earnest Analytics Express Footwear Home Furnishing IRS Payments Lululemon Orion Consumer Spend Tax Refunds Transaction Data Wayfair

Home Furnishing, Footwear benefit most from tax refund spending in 2024

Available to clients in the IRS Payments dashboard. Contact Sales for details....

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Athleisure shoppers lean into Vuori, Alo Yoga

Apr 22, 2024 | 5 minutes read | All Posts

Active & Athleisure Adidas Alo Yoga Athleta Earnest Analytics Lululemon Transaction Data Vela Gamma Consumer Spend Vuori

Athleisure shoppers lean into Vuori, Alo Yoga

Access chart in Dash....

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Holiday spending grew slightly as shoppers traded luxury for value in 2023

alejandra

Jan 10, 2024 | 5 minutes read | All Posts

Abercrombie Active & Athleisure Amazon Earnest Analytics ETSY Home Furnishings Lululemon Luxury Apparel Online Marketplaces Shein Temu TikTok TJ Maxx Transaction Data Vela Gamma Consumer Spend

Holiday spending grew slightly as shoppers traded luxury for value in 2023

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Luggage, Fashion, & Home impacted most by student loan resumption

Dec 13, 2023 | 5 minutes read | All Posts

Active and Athleisure Earnest Analytics Fast Fashion Luggage and Bags Lululemon Macy's Off-Price Department Stores Orion Consumer Spend Transaction Data

Luggage, Fashion, & Home impacted most by student loan resumption

Student loan payments for millions of borrowers restarted in October 2023 and several major categories are already experiencing a widening in the YoY...

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Peloton stands to gain customers from Lululemon partnership

Oct 4, 2023 | 5 minutes read | All Posts

Apparel Earnest Analytics Fitness Lululemon Orion Consumer Spend Peloton Transaction Data

Peloton stands to gain customers from Lululemon partnership

Contact Sales for more details....

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Poshmark leads fashion resale despite challenger platforms

Mar 28, 2023 | 5 minutes read | All Posts

Apparel Depop Earnest Analytics Fashion Resale GOAT Lululemon Market Share Poshmark StockX The RealReal Transaction Data Vela Gamma Consumer Spend

Poshmark leads fashion resale despite challenger platforms

Download the full report: Finding Fashion Resale Winners with Earnest Credit Card Transaction Data....

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Early Tax Data Indicate Smaller Refunds; Benefits to Electronics, Apparel, and Beauty Brands

alejandra

Mar 1, 2023 | 5 minutes read | All Posts

Abercrombie Adidas Best Buy Cosmetics Costmetics Department Stores Dick's Earnest Analytics Express General Electronics Home Improvement Lululemon NIKE Orion Consumer Spend Performance benchmarking Shein Sports Gear Tax Refunds Transaction Data ULTA

Early Tax Data Indicate Smaller Refunds; Benefits to Electronics, Apparel, and Beauty Brands

Data available in Earnest’s IRS Payments dashboards. Contact Sales for details....

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Temu: The Fastest Growing Marketplace You’ve Never Heard Of

Jan 12, 2023 | 5 minutes read | All Posts

Apparel DASH Department Stores Earnest Analytics Holiday Inflation Lululemon Market Share NIKE Shein The RealReal Transaction Data ULTA Vela Gamma Consumer Spend Walmart

Temu: The Fastest Growing Marketplace You’ve Never Heard Of

Sign up to explore Online Marketplace data for free in Earnest Dash....

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Holiday Spending Slowed as Inflation Hit Lower Earners

Jan 9, 2023 | 5 minutes read | All Posts

Apparel DASH Department Stores Earnest Analytics Holiday Income Inflation Lululemon NIKE Performance benchmarking Shein The RealReal Transaction Data ULTA Vela Gamma Consumer Spend Walmart

Holiday Spending Slowed as Inflation Hit Lower Earners

Sign up for free to explore holiday consumer spending data in Earnest Dash....

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Nov 22, 2022 | 5 minutes read | Consumer>Macro

Apparel DASH Department Stores Earnest Analytics EASI Holiday Inflation Lululemon NIKE Performance benchmarking Shein The RealReal Transaction Data ULTA Vela Gamma Consumer Spend Walmart

2022 Holiday Shopping Off to Slow Start

Sign up for free to explore holiday consumer spending data in Earnest Dash....

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Premium brands win as inflation hits low-income back to school shoppers

alejandra

Sep 20, 2022 | 5 minutes read | Consumer>Macro

Abercrombie Adidas American Eagle Apple Athleisure Back to School Best Buy Covid-19 Earnest Analytics Fashion Resale Foot Locker GAP Hollister Inflation Lululemon NIKE Nordstrom Old Navy Orion Consumer Spend Promotional Discounting Retail Retail Pricing Transaction Data Victoria's Secret Web Data

Premium brands win as inflation hits low-income back to school shoppers

[See part one of our 2022 back to school report here.]...

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Dec 14, 2021 | 5 minutes read | All Posts

Best Buy Black Friday Cyber Monday Earnest Analytics Lululemon Nordstrom Promotional Discounting Retail Pricing Target Thanksgiving Web Data

Retailers Slash Holiday Discounts

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Back-to-School, But Not Back-to-Normal Just Yet

Sep 23, 2021 | 5 minutes read | Consumer>Retail

Apparel Athleisure Back to School Best Buy Child Tax Credit Covid-19 DELL DSW Earnest Analytics Electronics Fast Fashion Foot Traffic Footwear Hot Topic L.L. Bean Location Data Lululemon Macroeconomic Trends Malls Newegg NIKE Office Supplies Orion Consumer Spend Stimulus Transaction Data Zappos ZARA

Back-to-School, But Not Back-to-Normal Just Yet

With school now in session across the country, we looked at Earnest consumer spending and foot traffic data to understand how retailers performed dur...

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Sep 1, 2021 | 5 minutes read | All Posts

Apparel Depop Earnest Analytics Earnings predictions Fashion Fashion Resale Lululemon Orion Consumer Spend Patagonia Poshmark Retail The RealReal Tradesy Transaction Data URBN Vinted

Fashion Resale Continues to Soar

Urban Outfitters last week announced its launch of a resale marketplace, Nuuly Thrift, in the fall, joining retail peers like Lululemon, Levi’s...

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Nov 19, 2020 | 5 minutes read | Consumer>Retail

Apparel Beauty Covid-19 Earnest Analytics ETSY GAP General Merchandise JC Penney Lowe's Lululemon Macy's Online shopping Orion Consumer Spend Retail Transaction Data ULTA

Will the COVID Shopper Return?

As we head into the holiday season, the health of the newly acquired COVID shopper is top of mind. With the pandemic driving shoppers online, the ret...

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A Stunted (But Higher Priced) Back to School Season: Part 2

alejandra

Sep 24, 2020 | 5 minutes read | Consumer>Macro

Abercrombie Back to School Best Buy Earnest Analytics Gross margin predictions Lululemon Promotional Discounting Retail Pricing Sporting Goods The Children's Place Under Armour Web Data

A Stunted (But Higher Priced) Back to School Season: Part 2

We have refreshed our back to school (B2S) analysis (read Part One) now that the full season is behind us, and added a detailed analysis on discounti...

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Jun 30, 2020 | 5 minutes read | All Posts

Acquisitions Earnest Analytics Equinox Fitness Gyms Lululemon Mirror Peloton

LULU Acquires Mirror

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Retail’s COVID-19 Lifeline: E-commerce. Will It Help?

Apr 29, 2020 | 5 minutes read | Consumer>Macro

Covid-19 Earnest Analytics Home Depot Lululemon Retail

Retail’s COVID-19 Lifeline: E-commerce. Will It Help?

Apparel’s brick and mortar activity is essentially non-existent during quarantine lockdown. The big question is whether the e-commerce channel can ...

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Jul 7, 2019 | 5 minutes read | All Posts

CarMax Earnest Analytics Earnings Commentary Financial Services H&M Lululemon ULTA

Earnings by Earnest: 1Q 2019

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

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Alternative data provides clues of the future

Feb 12, 2019 | 5 minutes read | All Posts

Alternative Data Earnest Analytics Financial Services Hedge Funds Lululemon Transaction Data

Alternative data provides clues of the future

By Andrew Robson, President, Earnest Analytics (FKA Earnest Research)...

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Tag: Lululemon

Lululemon’s Stretch Is Snapping: Market Share Losses, Executive Turmoil And An Identity Crisis Are Testing Investors’ Patience

The rise of Wellness Wearables in 2024

Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season

The RealReal’s mid-market appeal could save it from a wider luxury slowdown

Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds

Home Furnishing, Footwear benefit most from tax refund spending in 2024

Athleisure shoppers lean into Vuori, Alo Yoga

Holiday spending grew slightly as shoppers traded luxury for value in 2023

Luggage, Fashion, & Home impacted most by student loan resumption

Peloton stands to gain customers from Lululemon partnership

Poshmark leads fashion resale despite challenger platforms

Early Tax Data Indicate Smaller Refunds; Benefits to Electronics, Apparel, and Beauty Brands

Temu: The Fastest Growing Marketplace You’ve Never Heard Of

Holiday Spending Slowed as Inflation Hit Lower Earners

2022 Holiday Shopping Off to Slow Start

Premium brands win as inflation hits low-income back to school shoppers

Retailers Slash Holiday Discounts

Back-to-School, But Not Back-to-Normal Just Yet

Fashion Resale Continues to Soar

Will the COVID Shopper Return?

A Stunted (But Higher Priced) Back to School Season: Part 2

LULU Acquires Mirror

Retail’s COVID-19 Lifeline: E-commerce. Will It Help?

Earnings by Earnest: 1Q 2019

Alternative data provides clues of the future

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